Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christy? Claim Your ProfileChristy Lynn Livezey is a financial advisor with over 15 years of experience in the industry. Christy is currently registered with SEI Investments Distribution Co., where she has been since 2009. Christy has a strong background in the financial services industry, having previously worked with UBS Financial Services Inc. and Vanguard Marketing Corporation.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
1
2
PA
07/21/2009 - Present
SEI Investments Distribution Co. (OAKS PA)
PA
02/14/2007 - 09/08/2008
UBS FINANCIAL SERVICES INC. (CONSHOHOCKEN PA)
PA
06/13/2003 - 06/29/2005
VANGUARD MARKETING CORPORATION (MALVERN PA)
BC
Issued 06/26/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2007
Series 7 - General Securities Representative Examination
BC
Issued 06/12/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Christy Livezey is the right advisor for you? Invested Better is here to help.
